MXKWX Mutual Fund

MXKWX Mutual Fund

NAV$11.92
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Returns Overview

1 Month
+2.66%
3 Months
+1.61%
6 Months
+12.30%
YTD
+12.72%
1 Year
+20.14%
3 Years (annualized)
+14.54%
5 Years (annualized)
+9.07%
10 Years (annualized)
+12.68%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MXKWX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+12.72%
Peer Avg (YTD)
+11.21%
vs Peers
+1.51%

MXKWX Mutual Fund Performance

MXKWX performance across multiple time periods: 1-month 2.66%, YTD 12.72%, 1-year 20.14%, 3-year 14.54%, 5-year 9.07%, 10-year 12.68%.

MXKWX returns outperform the peer average of 11.21% YTD. With an expense ratio of 0.12%, investors should weigh costs against performance when evaluating this mutual fund.

MXKWX vs another fund shows side-by-side returns. MXKWX alternatives are available in the Mutual Fund Screener.